Daniel Reese, financial advisor Jackson MI

Daniel Reese

CRD Number: 4235684
Current Firm: Avery Wealth, Inc.

Daniel Reese (CRD# 4235684) is an Investment Advisor Representative working at Avery Wealth, Inc. in Jackson, MI and has over 23 years of experience in the finance industry. Daniel Reese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avery Wealth, Inc. Jackson, MI Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Daniel A. Reese
Phone Number: 517-783-1695
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    1,040
    ACCOUNTS
  • Average Account Value
    $193,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MI, NH, TX

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